Follow the chain left → right, from inputs to end demand. Tap any company to trace its links.
Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
—
Company details
Market cap
~$45B
P/E ratio
~50×
Div yield
0%
Revenue
~$6.0B
Profit margin
~16%
Rev. growth
-15%
Automotive mix
~51%
Industrial mix
~28%
In plain English
onsemi (ON Semiconductor) makes the power and sensing chips that move electricity and capture the physical world — above all the silicon-carbide (SiC) power modules that drive electric-vehicle inverters and the image sensors inside cars. Unlike fabless rivals it is an IDM: it owns its own fabs (including the 300mm East Fishkill plant bought from GlobalFoundries). Automotive and industrial customers are ~80% of revenue; it competes head-on with Infineon, STMicroelectronics, Texas Instruments and ADI.
In simple terms
What onsemi really sells
onsemi (ON Semiconductor) makes the power and sensing chips that move electricity and capture the physical world — above all the silicon-carbide (SiC) power modules that drive electric-vehicle inverters and the image sensors inside cars. Unlike fabless rivals it is an IDM: it owns its own fabs (including the 300mm East Fishkill plant bought from GlobalFoundries). Automotive and industrial customers are ~80% of revenue; it competes head-on with Infineon, STMicroelectronics, Texas Instruments and ADI.
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